Paraplanner and Business Operations - Greater Boston

Only for registered members Greater Boston, United States

1 month ago

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Job Summary

This role will assist financial advisors in creating financial plans prepare client-facing reports analyze financial data and collaborate with advisors on investment strategies.

Qualifications

  • Expertise in Financial Planning and a solid understanding of Investments
  • Strong Analytical and organizational skills with the ability to evaluate financial data accurately and effectively take direction initiatives.

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